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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,148 | $99,345-39.5% | $84,753-29.0% | $273,972-78.0% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | -2.77% | 22.93%-25.7pp | 22.78%-25.6pp | 41.46%-44.2pp |
| Employer contribution / active EE | $1,336 | $4,214-68.3% | $3,574-62.6% | $4,869-72.6% |
| Participant deferral / active EE | $7,027 | $4,270+64.6% | $3,712+89.3% | $5,287+32.9% |
| Admin fee / account holder | $21,979 | $6,645+230.7% | $5,333+312.1% | $10,133+116.9% |